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MFS Investment Grade Municipal Trust shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Investment Grade Municipal Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $461k 61k 7.57
2023-09-30 $394k 56k 7.07
2023-06-30 $157k 21k 7.36
2023-03-31 $112k 15k 7.39
2022-06-30 $23k 3.0k 7.67
2016-03-31 $9.0k 858 10.49

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View all positions for Captrust Financial Advisors

Top funds holding MFS Investment Grade Municipal Trust

Saba Capital Management
Almitas Capital
Brooklyn Capital Management
Rivernorth Capital Management
ICON Advisers
Hennion & Walsh Asset Management
Deschutes Portfolio Strategy
Logan Stone Capital
Melfa Wealth Management
Advisor Group Holdings
Thomas J. Herzfeld Advisors
Captrust Financial Advisors
Moors & Cabot
Capital Investment Advisors
Wells Fargo & Company

View all funds holding MFS Investment Grade Municipal Trust